Paid by cash numbers do not appear in daily reports

V5 Question
1

Hello,

This is our standard daily-monthly sales report code:

[Daily Sales Report:5, 5, 3.5, 3.5, 3.5, 3.5, 3.5, 3.5, 4, 5]

>Date|Sales|Disc.  %|Disc. OR|Tax|Cash|Card|Voucher|Accounts|Total

{REPORT TICKET DETAILS:T.Date,([T.TotalAmount]-[CA.Discount %]-[CA.Discount Amount]-[T.Tax]-[CA.Round]).sum,CA.Discount %.sum,CA.Discount Amount.sum,T.Tax.sum,([PA.Cash (MAIN).sum]+[PA.Cash (POS1).sum]),([PA.Card.Sum]+[PA.Visa.Sum]+[PA.Master.Sum]+[PA.Amex.Sum]),PA.Voucher.Sum,([PA.Customer Account.Sum]+[PA.Talabat.Sum]+[PA.Akeed.Sum]+[PA.TMDone.Sum]),T.TotalAmount.sum:(TS.Status=Paid)}

>>Total |{REPORT TICKET DETAILS:([T.TotalAmount]-[CA.Discount %]-[CA.Discount Amount]-[T.Tax]-[CA.Round]).sum,CA.Discount %.sum,CA.Discount Amount.sum,T.Tax.sum,PA.Cash.sum,([PA.Card.Sum]+[PA.Visa.Sum]+[PA.Master.Sum]+[PA.Amex.Sum]),PA.Voucher.Sum,([PA.Customer Account.Sum]+[PA.Talabat.Sum]+[PA.Akeed.Sum]+[PA.TMDone.Sum]),T.TotalAmount.sum:(TS.Status=Paid)}

[Item Discount %:3, 1, 1, 1]
>Item Name|Price|%|Value
@{REPORT ORDER DETAILS:O.MenuItemName,O.ExactTotal.Sum.desc:(ODI=True):{0}:,}
{REPORT ORDER TAG DETAILS:O.MenuItemName,([O.TotalPrice]-[T.Price]),T.Rate;#,T.Price.desc:(OT=Item Disc. % Tag)}
>Total|{REPORT ORDER TAG DETAILS:([O.TotalPrice]-[T.Price]).sum,T.Price.Sum.desc:(OT=Item Disc. %)}

We offer 3 payment options that appear in POS window: Card, Cash and Customer Account
When selecting payment by card or account the number reflects correctly in the report, however when selecting cash the number is always 0 in the report.

Would you be able to point the reason from the code?

Thank you

2

According to your report, it looks like you are using 3 different Cash Payments. If you look at Manage → Tickets → Payment Types, what do you have listed there that are related to Cash?

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1 Like
3

Thank you for your reply

It seems that we have 3 cash and card options for 3 POS, However, only POS1 is marked as default and used.

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These are the settings for our “Cash” payment type

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4

Anything that is related to payment information (after the PA. field) needs to be listed on your payment types. Exactly as it appears-spelling and capitalization! If it is not exactly as it appears, it is going to report it as zero.

Your last post you mentioned you only use 1 cash payment type is only used. In that case, there would be no need to do field calculations. However, since there are 2 more already pre-defined, I would suggest putting them in your report and doing the field calculations, to future-proof the report (in the event another cash payment (aka another till) is used.

I also noticed you only have 1 Cards payment type is correct (PA.Card), the others do not exist (PA.Visa, Master & Amex). Again, you could future-proof your report and by doing field calculations for the other 2 card payment types.

Here is a link to the kb article on reports. It should give you a good grasp on the reporting features and how they work:
https://kb.sambapos.com/en/cat/reports/

1 Like
5

Thank you very much
Changing the name to be identical was the issue exactly as you mentioned

I will try to align the rest of the report to reflect our payments exactly
Thank you

1 Like